|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.7M
|
-$21.7M
|
-442,358
|
-20%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$819K
|
+$91.5K
|
+1,868
|
+11%
|
|
|
3
|
Stone Asset Management
Austin,
Texas
|
$587K
|
-$8.52K
|
-174
|
-1%
|
|
|
4
|
Financial Counselors Inc
Overland Park,
Kansas
|
$379K
|
–
|
–
|
–
|
|
|
5
|
CRA Financial Services
Northfield,
New Jersey
|
$223K
|
+$33.1K
|
+675
|
+15%
|
|
|
6
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$213K
|
–
|
–
|
–
|
|
|
7
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$210K
|
+$232K
|
+4,734
|
New
|
|
|
8
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$188K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$138K
|
+$85.6K
|
+1,748
|
+128%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123K
|
-$75.3K
|
-1,537
|
-36%
|
|
|
11
|
Caldwell Trust
Venice,
Florida
|
$43.1K
|
–
|
–
|
–
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$20K
|
+$22.5K
|
+460
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
14
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$4K
|
+$4.31K
|
+88
|
New
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
16
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$458K
|
-9,866
|
Closed
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$415K
|
-8,950
|
Closed
|
|
|
18
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$69K
|
-1,484
|
Closed
|
|
